See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,200 | $64,324+38.7% | $118,925-25.0% | $79,858+11.7% |
| Participation rate | 56.8% | 64.9%-8.1pp | 75.4%-18.6pp | 69.6%-12.9pp |
| Annual return | 12.69% | 86.45%-73.8pp | 35.88%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,732 | $1,836-5.7% | $3,263-46.9% | $2,471-29.9% |
| Participant deferral / active EE | $2,240 | $2,824-20.7% | $4,265-47.5% | $3,740-40.1% |
| Admin fee / account holder | $6,338 | $4,040+56.9% | $6,581-3.7% | $5,306+19.4% |